NACO Administration

1
NACO Administration

• What Happens After NACO Training?

2
NACO Review Phase

• Following NACO training, libraries enter the
  review phase (a few months)
• All records are reviewed before being contributed
  to the utility database, and on to the NACO
  database

3
Basic Review Workflow

• Cataloger creates a record
• Local NACO Contact is the first set of eyes to
  check the record
• NACO Contact sends email to reviewer about
  records
• Reviewer sends back comments
• Cataloger revises and contributes records to
  utility

4
Review in the Utilities

• OCLC and RLIN have system changes in 2004
• OCLC
• http//www.oclc.org/support/training/connexion/def
  ault.htm
• RLIN21
• http//www.rlg.org/en/page.php?Page_ID386
• Find the correct workflow for your reviewer

5
Connexion Authority Documentation
OCLC Connexion browser authority documentation
located at Connexion browser documentation
OCLC - Support http//www.oclc.org/support/docu
mentation/connexion/browser/default.htm
6
OCLC Interfaces

• Passport and the national review file-- will be
  phased out soon review is command-based within
  OCLC in 952 fields
• CatME-- will be phased out in the future review
  by emailing electronic files of records, comments
• Connexion-- new interface in 2004 records viewed
  in save file, comments sent by email available
  in browser and client versions

7
Passport Review Commands

• Local save fileregional reviewers use INST
  command to review here, or, library sends records
  to LC reviewer (sub)
• National review fileLC staff review records here
  (cho af, si sb) and return to contributors (res)
• Respond fileLibrary views returned records (si
  rs, s) and contributes them (add, replace)

8
CatME Review

• Submit to LC, or
• Change settings to Print to electronic file
• Email file of records to Regional Reviewer
• Reviewer responds via email
• Revise records and Add or Replace

9
Connexion Browser Review

• Save record in Save file
• Designate libraries who may review your records
  in your Save file
• Email LC or Regional reviewer of records to be
  checked
• Follow email comments to revise
• Add or Replace records in database

http//www.oclc.org/connexion/
10
Send Lots of Records

• Butin reasonable batches!
• Fix one batch before sending the next learn from
  your early mistakes
• Try the difficult stuff during review period
• Send new and changed NARs
• Report BFM and read guidelines

11
Make the Reviewers Life Easier

• Dont overload any one email message
• Group like delete and BFM requests
• Add 952 notes to alert reviewer on some issueto
  be deleted when adding
• Send complex queries separately
• Alert your reviewer by email when records are
  ready for review

12
Non-Roman Surrogates

• JACKPHY and non-roman languages can be reviewed
  by language specialist, at LC if necessary
• Please fax records and surrogate pages from item
  to reviewer
• LC Coop Team fax is 202-252-2082

13
Gaining NACO Independence

• After initial review, more formal review has
  independence as a goal
• Send records representing type and volume that
  will be contributed regularly
• Aim for no more than 10 error rate in areas that
  affect access (headings, refs, fixed field codes,
  justification of names)

14
Stages of Independence

• Independence for personal names is first, usually
  for Western languages
• Independence for corporate, conference,
  geographic, uniform titles is combined in second
  stage full NACO independence
• Consider requesting review for independence for
  non-roman languages

15
Quality Control is Local

• Independent libraries assume responsibility for
  quality control
• Independent libraries may still contact their
  designated LC liaison for queries, cancellations,
  and BFM

16
24 Hour Rule

• Any record thats been in a save or review file
  for over 24 hours must have 1XX and 4XX searched
  before contribution!
• Keep work currentno backlogs in save file

17
Maintain Continuity

• One local NACO Contact, with one backup, handles
  internal review, training, BFM, etc. to promote
  NACO program
• Please report staff or address changes for
• Library Director
• Administrator (Head of Cat/Tech Svs)
• NACO Contact and/or NACO Backup

18
Online Directories

• NACO Contacts (or Liaisons) for libraries appear
• http//www.loc.gov/catdir/pcc/pccliaisons.html
• NACO staff at LC appear
• http//www.loc.gov/catdir/pcc/naco/coopcat.html

19
Keep in Touch

• Please follow up if queries remain unanswered too
  long
• NACO training coordinators David Saah,
  dsaa_at_loc.Gov, 202-707-3131 or Patricia van Ryn,
  prva_at_loc.gov, 202-707-4464
• Cooperative cataloging team leader Anthony
  franks, afra_at_loc.gov, 202-707-2822

20
Monitor Contributions

• NACO statistics are posted monthly by MARC
  organization code
• PCC statistics are compiled semi-annually for all
  libraries
• http//www.loc.gov/catdir/pcc/stats/stats.html

21
Achieve Your NACO Goals

• Large (ARL) libraries contribute 200 new/changed
  NARs annually
• Other libraries contribute 100 new/changed NARs
  annually
• Funnel goals are undefined
• PCC Steering Committee tracks statistics and
  writes letters

22
NACO Documentation

• Some NACO training materials and updates to
  documentation appear
• http//www.loc.gov/catdir/pcc/naco/
• trainees.html

23
NACO on PCC Policy Committee (PoCo)

• NACO representatives are elected to two-year
  terms on PoCo
• LC (Secretariat for PCC) sends election notices
  in spring
• One vote for each director of individual NACO
  institution
• One vote for each funnel coordinator on behalf of
  all funnel members

24
NACO Reps Speak for You

• Share your concerns with NACO reps on PoCo
• Arno Kastner, New York University
  arno.kastner_at_nyu.edu
• Sherry Kelley, Smithsonian Institution
• kelleys_at_sil.si.edu
• http//www.loc.gov/catdir/pcc/pccpolst.html

25
PCClist Subscriptions

• Ask your LC liaison to subscribe you
• Watch for
• Schedules for meetings, training sessions
• Policy announcements
• Discussion of NACO practices
• Elections

26
Activities at ALA

• PCC Participants Meeting held regularly at ALA,
  7-830 pm Sunday
• Agenda and location announced on PCClist and
  publicized on PCC Calendar
• http//www.loc.gov/catdir/pcc/calendar.html

27
Other Training Opportunities

• Request other training at your institution or at
  LC
• NACO Series, NACO Music
• BIBCO
• CONSER
• SACO
• Subject Analysis Using LCSH
• Train-the-Trainer workshops for any of these

28
Its All Online!

• Explore the PCC website
• http//www.loc.gov/catdir/pcc/
• Please suggest improvements and report broken
  links and outdated info

29
Course Evaluation

• Please complete and return your course evaluation
  today
• Avoid USPS, since print mail to government
  agencies requires extra screening
• Use online form or fax it
• http//www.loc.gov/catdir/pcc/naco/trainers/
• eval2.html
• Thanks for your participation in NACO!